Original filing (PDF)20250904132730NAL0016321361001

CANON CAPITAL MANAGEMENT GROUP, LLC

Name: CANON CAPITAL MANAGEMENT GROUP, LLC — CANON CAPITAL MANAGEMENT GROUP 401(K) PLAN, Form 5500 (2024)
Creator: CANON CAPITAL MANAGEMENT GROUP, LLC

Form 5500-SF

FILING_RECEIVED

CANON CAPITAL MANAGEMENT GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CANON CAPITAL MANAGEMENT GROUP, LLC.

Plan sponsor

Name

CANON CAPITAL MANAGEMENT GROUP, LLC

EIN

23-3025323

Address

484 HARLEYSVILLE PIKE · P.O. BOX 228 · HARLEYSVILLE, PA · 194380228

Phone

(215) 723-4881

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-04

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

JONES, NALE & MATTINGLY, PLC

JONES, NALE & MATTINGLY, PLC 401K PLAN

$9.9M · 32 participants

ANDERSON & WHITNEY, P.C.

ANDERSON & WHITNEY, P.C. 401(K) PROFIT SHARING PLAN

$9.9M · 25 participants

SLATTERY & HOLMAN, PC

SLATTERY & HOLMAN, PC PROFIT SHARING PLAN

$9.9M · 15 participants

PRITCHARD, BIELER, GRUVER & WILLISON, P.C.

PRITCHARD, BIELER, GRUVER & WILLISON PROFIT SHARING PLAN

$9.9M · 28 participants

FISHER SPIEGEL KUNKLE & GERBER, PC

FISHER SPIEGEL KUNKLE & GERBER, PC 401(K) RETIREMENT PLAN